UB

UMB Bank Portfolio holdings

AUM $6.8B
1-Year Est. Return 21.11%
This Quarter Est. Return
1 Year Est. Return
+21.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.56B
AUM Growth
-$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,135
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$21.1M
3
+$16.3M
4
TFC icon
Truist Financial
TFC
+$12.5M
5
MRVL icon
Marvell Technology
MRVL
+$12.1M

Top Sells

1
+$35.3M
2
+$16M
3
+$14.4M
4
UMBF icon
UMB Financial
UMBF
+$13.3M
5
NKE icon
Nike
NKE
+$11.8M

Sector Composition

1 Financials 23.06%
2 Technology 12.57%
3 Healthcare 10.19%
4 Industrials 7.15%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$12K ﹤0.01%
184
1427
$12K ﹤0.01%
177
1428
$12K ﹤0.01%
+184
1429
$12K ﹤0.01%
251
1430
$12K ﹤0.01%
346
-82
1431
$12K ﹤0.01%
185
1432
$12K ﹤0.01%
+421
1433
$12K ﹤0.01%
207
1434
$12K ﹤0.01%
56
1435
$12K ﹤0.01%
364
1436
$12K ﹤0.01%
1,308
-85
1437
$12K ﹤0.01%
31
1438
$12K ﹤0.01%
565
1439
$12K ﹤0.01%
248
-20
1440
$12K ﹤0.01%
+1,080
1441
$12K ﹤0.01%
+847
1442
$12K ﹤0.01%
119
-142
1443
$12K ﹤0.01%
142
1444
$11K ﹤0.01%
790
1445
$11K ﹤0.01%
150
-341
1446
$11K ﹤0.01%
33
1447
$11K ﹤0.01%
365
-58
1448
$11K ﹤0.01%
127
-82
1449
$11K ﹤0.01%
222
1450
$11K ﹤0.01%
200
56 57
58
59 60